In the realm of marketing, especially when it comes to nurturing leads, utilizing strategic approaches can significantly impact your success. One such tactic is the use of voicemail drops — a method that can effectively engage potential clients and encourage them to take action. Understanding…
Productivity Tips
5 Articles
Original Question: Barry McGlothin asked:“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
Original Question: Larry Gatz asked us:“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.” Answer: Yes, you…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…